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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-12 |
| TX | RA | APPROVED_RES | 2017-06-20 |
Branch Locations
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
9000 Southside Blvd Preferred Investment Sales, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2014 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 06/2017 | Present |
I*1407284 For profit or not for profit: Entity For Profit Name of outside business organization: Beloved Saint Studio Investment related: N Address of business: Jacksonville, Florida, 32219, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 7/1/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Graphic Design & media company. Will design graphics online or create websites. Will also offer photography & videography. My wife will be handling the financial side of this.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-28 |
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